See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,840 | $82,664+143.0% | $125,339+60.2% | $68,494+193.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -16.06% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $7,972 | $3,381+135.8% | $4,814+65.6% | $2,596+207.1% |
| Participant deferral / active EE | $8,884 | $6,110+45.4% | $7,446+19.3% | $4,027+120.6% |
| Admin fee / account holder | $1,099 | $6,275-82.5% | $10,010-89.0% | $5,403-79.7% |